A strong financial plan is built on several fundamental pieces: understanding cash flow, saving and investing for retirement, insurance, estate planning, and managing taxes. We will cover principles and rules for these areas. We will also cover additional topics that may become important throughout your life, including managing debt and saving for education. Going back to basics can make the financial decisions you encounter easier to understand, and having a practical overview can help you no matter where you stand in your financial planning journey. All are welcome; this is important information that applies to everyone!
This event is via Zoom webinar (in-person attendance option TBD).
